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Procter & Gamble
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Overview Fund Activity

1,897 hedge funds and large institutions have $134B invested in Procter & Gamble in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 787 increasing their positions, 787 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
-9
Holders Change %
-0.47%
% of All Funds
50.6%
Holding in Top 10
303
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-21.3%
% of All Funds
8.08%
New
93
Increased
787
Reduced
787
Closed
81
Calls
$1.18B
Puts
$1.65B
Net Calls
-$477M
Net Calls Change
-$1.15B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.4B
2
Bank of America
Bank of America
North Carolina
+$442M
3
Deutsche Bank
Deutsche Bank
Germany
+$272M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$271M
5
Prudential Financial
Prudential Financial
New Jersey
+$152M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$778M
2
ACM
Americafirst Capital Management
California
-$559M
3
State Street
State Street
Massachusetts
-$403M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
1676
Investors Asset Management of Georgia
Georgia
$374K -$4.1K -50 -1%
RPGK
1677
Retirement Planning Group (Kansas)
Kansas
$373K -$220K -2,688 -37%
WPW
1678
Waldron Private Wealth
Pennsylvania
$372K +$30.8K +375 +9%
CS
1679
Comerica Securities
Michigan
$372K +$33.3K +406 +10%
DTL
1680
Dynamic Technology Lab
Singapore
$372K +$372K +4,545 New
SCM
1681
Sterneck Capital Management
Missouri
$366K -$26.7K -326 -7%
WCM
1682
Weatherstone Capital Management
Colorado
$365K +$138K +1,694 +61%
TFO
1683
Tarbox Family Office
California
$361K – – –
MWM
1684
Modera Wealth Management
New Jersey
$361K +$7.55K +92 +2%
CM
1685
Capital Management
Virginia
$360K -$82 -1 -0%
LG
1686
Laidlaw Group
New York
$358K -$4.1M -50,086 -92%
ACM
1687
Alpha Capital Management
Texas
$355K – – –
BFIC
1688
Bedell Frazier Investment Counselling
California
$352K +$163K +1,993 +87%
SHWM
1689
Smith & Howard Wealth Management
Georgia
$352K +$352K +4,298 New
SIA
1690
Starfire Investment Advisers
Michigan
$351K +$351K +4,284 New
PIM
1691
Progressive Investment Management
Oregon
$350K +$350K +4,280 New
SIG
1692
Schaller Investment Group
North Carolina
$349K – – –
AW
1693
Alpha Windward
Massachusetts
$348K -$656 -8 -0.2%
SLG
1694
Stanley-Laman Group
Pennsylvania
$345K -$224K -2,732 -39%
TFF
1695
The Family Firm
Maryland
$345K +$17K +208 +5%
CPA
1696
Capital Planning Advisors
California
$345K +$27.1K +330 +9%
NAM
1697
Nichols Asset Management
Massachusetts
$344K – – –
AWA
1698
AmeriServ Wealth Advisors
Pennsylvania
$343K -$311K -3,788 -48%
HR
1699
Howe & Rusling
New York
$342K -$80.7K -984 -19%
AWP
1700
Ascent Wealth Partners
New York
$334K -$26.5K -324 -7%
66 67
68
69 70